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Utilities Select Sector SPDR Fund

1,397 hedge funds and large institutions have $13.1B invested in Utilities Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 551 increasing their positions, 466 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.73% less ownership

Funds ownership: 64.87%61.14% (-3.7%)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

60% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $3.14B

Holders
1,397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.26B
Puts
$3.14B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
1026
Vantage Financial Partners (Wisconsin)
Wisconsin
$299K
PFA
1027
Petra Financial Advisors
Colorado
$299K
RFO
1028
RiverGlades Family Offices
Florida
$299K
AWM
1029
Aries Wealth Management
Maine
$299K
GAM
1030
Gotham Asset Management
New York
$298K
CRC
1031
Curi RMB Capital
Illinois
$297K
WGC
1032
Watts Gwilliam & Co
Arizona
$297K
IPWA
1033
International Private Wealth Advisors
California
$297K
FCA
1034
FLC Capital Advisors
California
$297K
LBC
1035
Leigh Baldwin & Co
New York
$296K
MA
1036
MBA Advisors
Pennsylvania
$295K
SIAG
1037
Safeguard Investment Advisory Group
California
$294K
DBRC
1038
D.B. Root & Company
Pennsylvania
$293K
AIA
1039
Ally Invest Advisors
North Carolina
$293K
TPW
1040
Transatlantique Private Wealth
New York
$292K
OPPS
1041
Obsidian Personal Planning Solutions
Maryland
$292K
JIC
1042
Joel Isaacson & Co
New York
$290K
TR
1043
Tepp RIA
New Jersey
$290K
NFC
1044
Northstar Financial Companies
Pennsylvania
$289K
GGI
1045
Godsey & Gibb Inc
Virginia
$288K
BAM
1046
Berkshire Asset Management
Pennsylvania
$288K
QWM
1047
Quadcap Wealth Management
Texas
$287K
UFF
1048
USA Financial Formulas
Michigan
$286K
PSCM
1049
Per Stirling Capital Management
Texas
$285K
GA
1050
Goldstein Advisors
Wisconsin
$284K